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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
MV Capital Management
Maryland
$100K
AFS
252
Annapolis Financial Services
Maryland
$99K +$59.1K +557 +153%
RWM
253
Raffa Wealth Management
District of Columbia
$97.6K +$106 +1 +0.1%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$90K +$66.3K +625 +313%
MAM
255
Meeder Asset Management
Ohio
$88K +$87.2K +822 New
CPFP
256
Clear Perspectives Financial Planning
Ohio
$84K +$83.3K +785 New
MCC
257
Money Concepts Capital
Florida
$80K +$78.8K +743 New
CA
258
Clearstead Advisors
Ohio
$68K
APC
259
Aspire Private Capital
North Carolina
$64K
BA
260
Bellwether Advisors
Nebraska
$61K -$2.65K -25 -4%
S
261
SignatureFD
Georgia
$55K +$18.2K +172 +50%
CFGS
262
Concourse Financial Group Securities
Alabama
$54K -$92.5K -872 -63%
COCM
263
Charter Oak Capital Management
New Hampshire
$54K
GWM
264
Geneos Wealth Management
Colorado
$52K
AWM
265
Accel Wealth Management
Iowa
$51K
FA
266
Financial Avengers
California
$43K
FPFS
267
First Personal Financial Services
North Carolina
$43K
LPP
268
Life Planning Partners
Florida
$40K
BAM
269
Baldrige Asset Management
Pennsylvania
$37K
MFA
270
McClarren Financial Advisors
Pennsylvania
$37K
Franklin Resources
271
Franklin Resources
California
$29K
LAS
272
Lloyd Advisory Services
Georgia
$29K +$28.2K +266 New
DSC
273
Duncker Streett & Co
Missouri
$27K
TWC
274
TD Waterhouse Canada
Ontario, Canada
$26.6K
GWSG
275
GPS Wealth Strategies Group
Colorado
$25K